February 1996
Journal of Financial Planning;Feb1996, Vol. 9 Issue 1, p11
Academic Journal
The article focuses on financial planning. Sole practitioners have long been the heart and "soul" of the financial planning movement. The financial management company FundMinder has commissioned Morningstar Inc. to study the performance of 199 no-load growth mutual funds from 1989-1994 versus the performance of the individual investors, who have bought and sold those funds during the same time. The percentage of employers paying 100% of their workers' health-care premiums actually rose last year from 34% to 36%. More and more private sector workers are taking their retirement benefits in the form of a lump-sum distribution and spending it, according to a survey by the U.S. Department of Labor. It has been found by them that in 1994, 51% of people aged 40 and over who received a pension benefit received a lump sum only, versus only 40% in 1989. A survey of life insurance company CEOs by Towers Pertin noted, "increasingly, North American consumers are concluding that the cost/value relationship of life insurers' traditional benefit proposition is not as compelling as it once was."


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